Invicta Capital LLC
Firm details
- Headquarters
- Oakmont, Pennsylvania
- CRD number
- 288101
- Registered since
- March 20, 2018
Firm profile
FINTRXOverview
Invicta Capital LLC is organized as a limited liability company and is registered with the SEC (registration year 2018). FINTRX classifies the firm as an investment bank; ownership is recorded as a combination of a domestic entity and an individual. The profile on file indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not provided detail about its specific business lines, advisory services, or client segments in the record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
William Zwart
Partner, COO/CCOCRD 4274682
Robert Weeks
Independent ContractorCRD 461319
Aimee Toth
Chief Executive OfficerCRD 5079628
Contacts
3 of 37
Brendan Behlke
Registered RepresentativeCRD 4806044
Lawrence Hollin
Founding PartnerCRD 1324425
Jennifer Middaugh
ConsultantCRD 2976745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakmont, PA
Allegheny
Location
Oakmont, PA
Headquartered in Oakmont, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 527 Cedar Way
- Time zone
- ET (UTC-5)
- Office locations
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